HS 326 Practice Questions - HS 326 Planning For Retirement Needs (ChFC) Exam

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Under SECURE 2.0, beginning in 2026, which participants must make their age-50 catch-up contributions on a Roth (after-tax) basis?

Participants whose prior-year FICA wages from that employer exceeded $145,000 (indexed; $150,000 for 2025 wages) All participants regardless of income Only participants under age 60 Only participants in governmental 457(b) plans

Correct Answer:

Participants whose prior-year FICA wages from that employer exceeded $145,000 (indexed; $150,000 for 2025 wages)

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